Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Pass signed deal terms and promises to the account team for review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Show which leads reps contacted and which need personal follow-up.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Show which leads need personal follow-up or send review.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.